Kate Lin

Hong Kong, Singapore

Editor at Morningstar

Editor @MorningstarInc

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Articles

The Importance of Time, and Other Lessons I've Learned at Morningstar

Jan 17, 2024 | morningstar.co.uk | Kate Lin

I joined Morningstar's editorial team as a data journalist in Hong Kong in 2021. At that time, Hong Kong stocks had just touched recent highs. The Hang Seng Index closed at above 29,106 on my first day and it ended 2023 at 17,047. These three years of torrid slumps and market events felt much longer than other three-year periods I can remember – but that’s probably my recency bias speaking.
The Importance of Time, and Other Lessons I’ve Learned at Morningstar

Jan 15, 2024 | morningstar.ca | Kate Lin

Compounding is Always On TimeI have witnessed firsthand through Morningstar’s data and research how time in the market and patience can lead to financial success. While preparing this article, I revisited some of the most frequently covered topics. A seemingly mundane investment basic emerged as a recurring theme. The philosophy of compounding is not a new concept, and many of us have likely heard about it before.
Betydningen af tid, og andre lektioner jeg har lært hos Morningstar

Jan 15, 2024 | morningstar.dk | Kate Lin

Compounding er altid rettidigJeg har selv set gennem Morningstars data og forskning, hvordan tid på markedet og tålmodighed kan føre til økonomisk succes. Mens jeg forberedte denne artikel, genbesøgte jeg nogle af de mest hyppigt dækkede emner. En tilsyneladende banal investeringsgrundlæggende princip fremstod som et tilbagevendende tema. Filosofien om compounding er ikke et nyt koncept, og mange af os har sandsynligvis hørt om det før.
3 Dividend Stock Plays in Asia

Jan 15, 2024 | morningstar.hk | Kate Lin

Kate Lin: Welcome to Morningstar. Asia stocks are trading at an attractive level in terms of valuations as a whole, and the potential for mean reversion piques the interest of global investors as China is expected to pull the stimulus trigger to rescue the economy from its own property crisis. Another aspect under watch is how China, along with other markets in the region, could benefit from a monetary policy impetus.
Top Allocation Funds for Global, U.S., and Asia Exposure

Jan 11, 2024 | sg.morningstar.com | Kate Lin

An additional advantage of investing in a pre-made stock-bond portfolio is the influence it has on the timing of purchases and sales. Allocation funds are typically diversified core holdings for long-term investors. According to Morningstar’s Mind the Gap study, this broad category exhibits some of the smallest gaps between a fund’s returns and actual returns received by investors.
The Importance of Time, and Other Lessons I’ve Learned at Morningstar

Jan 11, 2024 | sg.morningstar.com | Kate Lin

Compounding is Always On TimeI have witnessed firsthand through Morningstar’s data and research how time in the market and patience can lead to financial success. While preparing this article, I revisited some of the most frequently covered topics. A seemingly mundane investment basic emerged as a recurring theme. The philosophy of compounding is not a new concept, and many of us have likely heard about it before.
Fidelity's Rules to Identify Winners from the 'AI Stack'

Jan 10, 2024 | sg.morningstar.com | Kate Lin

Kate Lin: Welcome to Morningstar. After the Christmas rally, mega-cap stocks in the U.S. had a tough start in the new year, including popular AI, tech, and software sectors. Could it be that investors' love for AI has fizzled out? We're asking Taosha Wang, a multi-asset portfolio manager at Fidelity International. Fidelity Sees Two Reasons Behind the AI HypeSo Taosha, tech had a pretty good year in 2023, buoyed by AI outlook and earnings beat.
Top Allocation Funds for Global, U.S., and Asia Exposure

Jan 10, 2024 | morningstar.hk | Kate Lin

An additional advantage of investing in a pre-made stock-bond portfolio is the influence it has on the timing of purchases and sales. Allocation funds are typically diversified core holdings for long-term investors. According to Morningstar’s Mind the Gap study, this broad category exhibits some of the smallest gaps between a fund’s returns and actual returns received by investors.
2023: Best and Worst Performing Stocks in Singapore

Jan 8, 2024 | sg.morningstar.com | Kate Lin

Singapore Airlines Ltd (C6L) rank third as it rose 25.34% in 2023 and 5.05% in December. While the carrier doesn’t have a moat, the shares remain undervalued, trading 27% below its fair value estimate. Singapore Technologies Engineering Ltd (S63) delivered a 21.22% return in 2023. Having a narrow economic moat rating, the company continues to trade below its fair value estimate.
2023: The Best and Worst Stock Performers in Hong Kong

Jan 8, 2024 | morningstar.hk | Kate Lin

EV maker Li Auto Inc (02015) ranked fourth as shares advanced 91.54% in 2023. Closing at HK$ 147.40 at the end of the year, the no-moat stock is fairly valued. In the last month, the rally of computer manufacturer Lenovo Group (00992) did not lose steam as shares rose 13.16% in December. The shares brought a yearly gain of 77.54% and a dividend yield of 3.61% over the past 12 months. The stock is fairly valued and without an economic moat.